This morning, I made my debut in Fortune magazine.

The story examines at how GE Vernova went from General Electric's "fossil fuel disaster" just a few years ago to a skyrocketing stock powering the data center gas boom, and how the company's wind division's fortunes flipped.

This morning, I made my debut in Fortune magazine.

The story examines at how GE Vernova went from General Electric's "fossil fuel disaster" just a few years ago to a skyrocketing stock powering the data center gas boom, and how the company's wind division's fortunes flipped. 

https://fortune.com/article/ge-vernova-stock-surging/

Reporter, writer and analyst. I cover energy, climate change and geopolitics. Contact me via my website www.alexanderckaufman.com and subscribe to kaufman.nyc.

“Rising electricity demand is good for anybody who produces power generation equipment, and GE is a leader both on the natural gas turbine side and also on the wind side,” said Brett Castelli, an equity analyst for the research firm Morningstar.

This is why they’re gutting the ITC. Bc solar and wind is good. Batteries are becoming highly reliable. Modernize the grid so we don’t need to waste resources that we pillaged our earth for. But they don’t want competition. 

I always hated the “Verona” name I knew it would “soften” the GE and enable this kind of greenwashing 

Have you been following Leidos at all and their nuclear work?

Saying things with my chest 

Recovering people pleaser 


🌑🌒🌓🌔🌕🌖🌗🌘🌑


SUBSTACK / INSTAGRAM

Also great article 👍🏼👍🏼👍🏼

Wait wow it is right now that I realized it’s Vernova and not Verona.

I don’t know Leidos but send me some stuff to familiarize me? 

I agree the Vernova name means a lot less now that it’s mostly a gas turbine company.